About this episode
James Kostohryz discusses the implications of conflict scenarios on oil prices and market dynamics.
James Kostohryz, who runs Successful Portfolio Strategy, on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's priced in (17:50) Oil price; aggressively in non-North American E&P stocks (27:00) Even if you don't invest in bonds, it's essential to understand what's going on there (40:05) Why gold's vulnerable to a decline (48:50) US dollar, industrial commodities, tech sector (55:40) Show Notes: US Inflation Scenarios: War-Induced Oil-Price Shocks War, $200 Oil, And The Market's Reckoning Stock index futures spike on report Trump willing to end war Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
People in this episode
Guest: James Kostohryz
Topics covered
- oil prices
- conflict scenarios
- bear markets
- US inflation
- gold vulnerability
- industrial commodities
- tech sector analysis
Keywords
- oil price
- bear markets
- gold
- US dollar
- industrial commodities
- tech sector
- inflation scenarios
Mentioned in this episode
Organizations: Successful Portfolio Strategy
Products: gold, US dollar, industrial commodities, tech sector
Places: Strait of Hormuz, US
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